13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001568787
申报总市值
US$172.4亿
US$172.4亿
1474 檔
11.6%
在 Q4 2025 申报期间，Waverly Advisors, LLC（CIK: 0001568787）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$172.4亿，共持有 1474 个公开申报仓位。
在 Q4 2025，Waverly Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 155 个既有持股进行加仓（合计增持 179 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Waverly Advisors, LLC 的前 5 大核心持股（包含 IVV, VUG, AAPL 等）合计占整体申报市值的 11.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1474 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.61% | -0.45% | +4.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 2.91% | -0.14% | +0.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.06% | +22.43% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.16% | -0.13% | +30.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.06% | +39.68% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | -0.05% | +28.03% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.41% | -0.18% | -1.47% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.39% | -0.23% | +10.53% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.20% | -0.28% | -5.14% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.08% | +0.14% | +5.52% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | -0.10% | -0.46% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.98% | +0.05% | +165.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | -0.09% | +23.31% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.94% | -0.07% | +6.26% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.90% | +0.12% | +50.29% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | -0.44% | +6.85% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.49% | +20.84% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.85% | -0.15% | +8.08% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.83% | -0.15% | +3.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.12% | +39.95% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.17% | +8.98% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | -0.04% | +529.69% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | -0.04% | +14.16% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.78% | -0.14% | -4.99% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | +0.35% | +30.38% | |
| 26 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.75% | -0.07% | -0.30% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | +0.28% | +22.88% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.15% | +23.19% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.73% | -0.04% | +427.22% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | -0.10% | +10.85% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.69% | -0.12% | -9.78% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | -0.04% | +5.18% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.64% | +0.02% | +4.39% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.56% | -0.04% | -1.76% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | -0.16% | +50.33% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.28% | +8.83% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.10% | +23.42% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | +0.26% | +13.80% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | +0.01% | +7.93% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.49% | -0.01% | +5.54% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.48% | +0.01% | +180.98% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | +0.12% | +41.84% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.48% | -0.05% | -0.82% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.02% | -2.13% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.47% | +0.03% | +85.76% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | -0.09% | +20.98% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.45% | -0.08% | +1.47% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.04% | +55.42% | |
| 49 | AVDE | Avantis International Equity | ETF-其他 | 0.43% | +0.08% | +73.27% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.42% | -0.03% | -0.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.7% | +529.69% | 加仓 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.6% | +427.22% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +165.33% | 加仓 |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | +0.4% | +5112.78% | 加仓 |
| 5 | BOND | Pimco Active Bond Exchange-t | +0.3% | +180.98% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +23.31% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +50.29% | 加仓 |
| 8 | MU | Micron Technology Inc | +0.2% | +106.51% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +22.88% | 加仓 |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.2% | +85.76% | 加仓 |
| 11 | AAPL | Apple Inc | +0.2% | +22.43% | 加仓 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +30.48% | 加仓 |
| 13 | VB | Vanguard Small-cap ETF | +0.2% | +183.25% | 加仓 |
| 14 | AVDE | Avantis International Equity | +0.1% | +73.27% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +55.42% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +13.80% | 加仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +113.54% | 加仓 |
| 18 | CRM | Salesforce Inc | +0.1% | +94.66% | 加仓 |
| 19 | MS | Morgan Stanley | +0.1% | +902.11% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +39.95% | 加仓 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +50.33% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +94.43% | 加仓 |
| 23 | BX | Blackstone Inc | +0.1% | +313.22% | 加仓 |
| 24 | EXPE | Expedia Group Inc | +0.1% | +1561.37% | 加仓 |
| 25 | MSFT | Microsoft CORP | +0.1% | +39.68% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +80.50% | 加仓 |
| 27 | CAT | Caterpillar Inc | +0.1% | +87.27% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +104.76% | 加仓 |
| 29 | BAC | Bank Of America CORP | +0.1% | +76.56% | 加仓 |
| 30 | QCOM | Qualcomm Inc | +0.1% | +138.53% | 加仓 |
| 31 | KTOS | Kratos Defense & Security | +0.1% | +4491.05% | 加仓 |
| 32 | IWD | Ishares Russell 1000 Value E | +0.1% | +41.84% | 加仓 |
| 33 | NVDA | Nvidia CORP | +0.1% | +28.03% | 加仓 |
| 34 | IVE | Ishares S&p 500 Value ETF | +0.1% | +48.83% | 加仓 |
| 35 | PEP | Pepsico Inc | +0.1% | +71.44% | 加仓 |
| 36 | DHR | Danaher CORP | +0.1% | +134.10% | 加仓 |
| 37 | SBUX | Starbucks CORP | +0.1% | +96.72% | 加仓 |
| 38 | ENB | Enbridge Inc | +0.1% | +492.92% | 加仓 |
| 39 | LAMR | Lamar Advertising Co-a | +0.1% | +908.35% | 加仓 |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +41.50% | 加仓 |
| 41 | DIS | Walt Disney Co/the | +0.1% | +85.36% | 加仓 |
| 42 | GE | General Electric | +0.1% | +125.34% | 加仓 |
| 43 | GLW | Corning Inc | +0.1% | +133.37% | 加仓 |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +107.58% | 加仓 |
| 45 | PM | Philip Morris International | +0.1% | +158.40% | 加仓 |
| 46 | FDN | First Trust Dj Internet Ind | +0.1% | +2300.82% | 加仓 |
| 47 | IWF | Ishares Russell 1000 Growth | +0.1% | +30.38% | 加仓 |
| 48 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +41.96% | 加仓 |
| 49 | GS | Goldman Sachs Group Inc | +0.1% | +68.54% | 加仓 |
| 50 | C | Citigroup Inc | +0.1% | +52.84% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Waverly Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$172.4亿，共申报了 1474 个公开持股仓位。
在 Q4 2025 季度，Waverly Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (6.6%)、VUG (2.9%)、AAPL (2.6%)。其中最大持股仓位 IVV 占据整体投资组合约 6.6% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AKRE
市值: US$2826.4万
本季最大获利了结 / 清仓标的
GTLS
前期市值: US$1024.1万
在 Q4 2025 季度中，Waverly Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 24 个仓位、加仓 155 个仓位、减仓 16 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AKRE。 本季清仓仓位包含 GTLS。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。